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IRAs Part 2 - Rollovers and Transfers 2023

Two of the most misused and abused words in the IRA world are "Rollover" and "Transfer" when moving money from IRA to IRA and from a Qualified Employer Plan to an IRA. While you may think the words are interchangeable, how these movements are reported to the IRS is as different as night and day.
10/5/2023 10:00 AM - 12:00 PM
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